MS trailing returns
Morgan Stanley's 10-year annualized return is +27.0% per year (+992.7% cumulative). How Morgan Stanley (MS) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through July 2, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-07-02. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +1.0% | |
| 1 week | — | -3.2% | |
| 1 month | — | -0.5% | |
| YTD | — | +21.8% | |
| 1 year | +55.3% | +55.3% | |
| 5 years | +22.2% | +172.7% | |
| 10 years | +27.0% | +992.7% | |
| 20 years | +8.5% | +411.5% | |
| Since inception (1993) | +12.5% | +4978.6% |
Growth of MS#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-07-02). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from MS's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ
- What is Morgan Stanley's 10-year return?
- Over the last 10 years, Morgan Stanley (MS) returned about +27.0% a year annualized (+992.7% cumulative total return).
- What is Morgan Stanley's 20-year annualized return?
- Over the last 20 years, Morgan Stanley (MS) compounded at about +8.5% a year (+411.5% cumulative).
- What is Morgan Stanley's return since inception?
- Since 1993, Morgan Stanley (MS) has compounded at about +12.5% a year — +4978.6% in total.